Our Core Team

Advanced Tax Planning Strategist | NASBA CPE Educator 

With more than 30 years of experience, Ben Levine is recognized for helping successful business owners, professionals, and their advisors implement sophisticated tax planning strategies that reduce ordinary income taxes, defer capital gains taxes, and preserve long-term wealth.

As President and CEO of Noble Wealth & Insurance Services and Noble Wealth Solutions, Ben specializes in advanced planning strategies that legally reduce current tax liabilities while allowing clients to redirect those tax dollars toward tax-advantaged wealth accumulation, asset protection, retirement income planning, and business succession planning. His clients include closely held business owners, executives, real estate investors, and individuals experiencing significant liquidity events.

Through Noble Wealth Solutions, Ben leads one of the few firms approved by the National Association of State Boards of Accountancy (NASBA) as a Continuing Professional Education (CPE) Sponsor. He regularly educates Certified Public Accountants on advanced income tax and capital gains tax planning strategies, enabling them to earn CPE credit while learning practical techniques that may benefit their clients. Ben believes the most effective planning occurs when CPAs, attorneys, investment advisors, business brokers, and other professionals work together through an Integrated Advisor approach to serve the client's best interests.

Ben is also President of DST Advisors, Inc., serving as Trustee for the Deferred Sales Trust, an advanced tax planning strategy that enables qualified business owners and investors to defer capital gains taxes following the sale of businesses, real estate, and other appreciated assets. The strategy provides flexibility in the timing of income recognition and investment management while supporting long-term wealth preservation.

In addition to tax planning, Ben provides business owners with comprehensive business valuation and exit planning resources that help identify opportunities to increase enterprise value, uncover hidden risks, and prepare for successful ownership transitions. He believes informed business owners make better decisions, and that understanding the value of a business is the foundation of effective long-term planning.

Known for his collaborative approach and commitment to education, Ben has built his practice around developing relationships—not selling products. His philosophy is simple: the best financial decisions are made when every trusted advisor is working together toward a common objective. Through education, collaboration, and innovative tax planning, Ben helps clients reduce taxes, build wealth, protect assets, and create lasting financial legacies.

Ben@noblewealthsolutions.com

Courtney holds a Bachelor's degree in Psychology and brings a unique blend of analytical and creative skills to everything she does. With a professional background in art appraising for insurance claims, she developed a keen eye for detail and an appreciation for the value of art in both cultural and financial contexts. Beyond her work, Courtney is passionate about painting and often spends her free time expressing herself through her artwork. An avid hiker, she finds peace and inspiration in nature, regularly exploring the great outdoors. Courtney combines her love for the arts with a deep understanding of human behavior, always seeking new ways to integrate creativity and insight into both her professional and personal life.

Laura has an extensive background in marketing and advertising. For the last 30 years Laura has led in-house marketing operations teams within companies including Amgen and Guitar Center. She has also held various positions within worldwide advertising agencies supporting clients within finance, insurance, local and state government and entertainment. Laura has expertise in omni-channel marketing planning, production, and project management. Laura enjoys collaborating with creative partners and subject matter experts to bring clear, relevant and timely marketing campaigns to life which motivate audiences to take action.